web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using Word Templates o...
Microsoft Dynamics CRM (Archived)

Using Word Templates on Multiple Records

(0) ShareShare
ReportReport
Posted on by Goodbrat_in 50

I need to enable the usage of Word Templates on multiple rules on CRM 2016. When I go to the Display Rules list for the command "Mscrm.HomepageGrid.WordTemplate" I see a rule as "Mscrm.WordTemplatesFCBEnabled". This rule does not have any steps in it and if I remove the other rule "Mscrm.SelectionCountExactlyOne" from the command and try to publish it won't let me publish because the rule "Mscrm.WordTemplatesFCBEnabled" needs at least one step. When I checked this against an uncustomized OOB system, this rule is still empty. Does anyone know what this rule is and what should be its definition?

*This post is locked for comments

I have the same question (0)
  • Goodbrat_in Profile Picture
    Goodbrat_in 50 on at

    Corrected Question:

    I need to enable the usage of Word Templates on multiple records on CRM 2016. When I go to the Display Rules list for the command "Mscrm.HomepageGrid.WordTemplate" I see a rule as "Mscrm.WordTemplatesFCBEnabled". This rule does not have any steps in it and if I remove the other rule "Mscrm.SelectionCountExactlyOne" from the command and try to publish it won't let me publish because the rule "Mscrm.WordTemplatesFCBEnabled" needs at least one step. When I checked this against an uncustomized OOB system, this rule is still empty. Does anyone know what this rule is and what should be its definition?

  • PHANI RAJA SEKHAR TUMMALAPALLI Profile Picture
    PHANI RAJA SEKHAR T... 362 on at

    Hi Dude,

    Did you get any solution for this?. I am facing the same problem. 

    Thanks,

    Phani.

  • Community Member Profile Picture
    Community Member on at

    Hi, did you find any solution to use the Word function on multiple records? 

  • David Jennaway Profile Picture
    David Jennaway 14,065 on at

    What are you trying to achieve ? You can create a workflow, with an action to use the Word Template. The workflow could be an on-demand workflow that a user could run on multiple records. The generated document is stored as a note on each record

  • Community Member Profile Picture
    Community Member on at

    I know this solution. But I need to download a single Word-file containing all invoices.

  • Aneeqa Pervaiz Profile Picture
    Aneeqa Pervaiz 240 on at

    Hey @Marco1 ,

    Were you able to find a solution for this? To store multiple records in a single word file.

    Would appreciate the help.

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans